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Client Relationship Specialist Jobs (NOW HIRING)

Mesirow

Client Relationship Specialist

Highland Park, IL · On-site

$75K - $95K/yr

We are seeking a highly motivated Client Relationship Specialist to work out of our Highland Park office to provide high-touch client service and dedicated operational support to a team of highly ...

AE Perkins

Client Relationship Specialist

Dallas, TX · Remote

The Client Relationship Specialist (CRS) is responsible for providing outstanding, dedicated client care while maintaining professional relationships with current, potential, and former clients.

FAVARH

Client Relationship Specialist

Denver, CO · Hybrid

$56K - $70K/yr

The Client Relationship Specialist ensures client satisfaction by responding to inquiries from Multiple Employer Plan (MEP) participants. A MEP isa retirement savings package in which multiple ...

Bmo

Client Relationship Specialist

Onalaska, WI · On-site

$41K - $65K/yr

Contribute to the team's business objectives by building and maintaining client relationships through client acquisition both from internal referrals (within existing book of business) and external ...

Voya Financial

Client Relationship Specialist

Denver, CO · On-site

$56K - $70K/yr

The Client Relationship Specialist ensures client satisfaction by responding to inquiries from Multiple Employer Plan (MEP) participants. A MEP is a retirement savings package in which multiple ...

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How much do client relationship specialist jobs pay per hour?

As of Aug 11, 2026, the average hourly pay for client relationship specialist in the United States is $22.80, according to ZipRecruiter salary data. Most workers in this role earn between $17.31 and $25.24 per hour, depending on experience, location, and employer.

What is a client relationship specialist?

A Client Relationship Specialist is a professional responsible for building and maintaining strong relationships with clients, ensuring their needs are met, and providing ongoing support. They act as a main point of contact for clients, addressing inquiries, resolving issues, and facilitating communication between clients and the company. Their goal is to enhance client satisfaction and loyalty, contributing to the overall success of the business. Client Relationship Specialists often work in industries such as finance, consulting, and customer service.

What is the difference between Client Relationship Specialist vs Customer Service Representative?

AspectClient Relationship SpecialistCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles may prefer relevant certificationsHigh school diploma or equivalent; customer service training often preferred
Work EnvironmentOffice settings, client meetings, account managementCall centers, retail, online support
Employer & Industry UsageFinancial services, consulting, B2B sectorsRetail, telecommunications, hospitality
Common Search & Comparison IntentFocus on building long-term client relationships, account managementHandling customer inquiries, resolving issues quickly

The main difference is that a Client Relationship Specialist focuses on maintaining and growing client accounts through personalized service and relationship management, often in B2B or financial sectors. In contrast, a Customer Service Representative primarily addresses customer inquiries and resolves issues in retail or service industries. Both roles require strong communication skills but differ in scope and focus.

What are some common challenges faced by client relationship specialists, and how can they be successfully managed?

Client Relationship Specialists often encounter challenges such as managing multiple client accounts with varying needs, handling difficult client situations, and maintaining consistent communication. To successfully manage these challenges, it's important to prioritize tasks, actively listen to client concerns, and collaborate closely with internal teams such as sales and support. Building strong organizational skills and staying proactive in addressing client issues can help maintain positive relationships and ensure client satisfaction.

What are the key skills and qualifications needed to thrive as a client relationship specialist, and why are they important?

To thrive as a Client Relationship Specialist, you need strong interpersonal skills, a background in customer service or sales, and often a bachelor’s degree in business or a related field. Familiarity with CRM software, data analysis tools, and communication platforms is typically required. Exceptional problem-solving abilities, active listening, and adaptability help you build trust and effectively address client needs. These skills and qualities are crucial for fostering long-term client satisfaction and driving business growth.
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Client Relationship Specialist jobs near you
Infographic showing various Client Relationship Specialist job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 12% Part Time, and 7% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $47,424 per year, or $22.8 per hour.

Client Relationship Specialist

Brightway Insurance

Charlotte, NC • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 8 days ago

Brightway Insurance rating

6.4

Company rating: 6.4 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

274th of 304 rated insurance

Job description

Make an impact. Build relationships. Grow your career.
Charlotte, NC | Onsite
At Brightway, our Engagement Center is at the heart of the client experience. As a Client Relationship Specialist, you'll be a trusted resource for clients and Agency Owners-helping them feel confident, supported, and protected at every stage of their insurance journey.
This role is ideal for someone who enjoys meaningful conversations, problem-solving, and building long-term relationships-while also developing valuable skills in insurance, sales, and client engagement.
What You'll Do
Client Experience & Support
  • Serve as a primary point of contact for inbound client requests via phone, email, and digital channels
  • Resolve questions and concerns efficiently while delivering a consistently positive experience
  • Accurately document client interactions in CRM and internal systems

Relationship Building & Retention
  • Proactively connect with clients through outbound outreach to review policies and identify coverage needs
  • Educate clients on products and solutions that align with their goals and circumstances
  • Support policy renewals and retention by helping clients understand the value of their coverage

Collaboration & Continuous Improvement
  • Partner with internal teams and Agency Owners to deliver seamless service
  • Leverage technology and tools to improve workflows and enhance the client experience
  • Participate in training and development to grow your insurance knowledge and professional skillset

What We're Looking For
  • A strong customer service mindset and passion for helping others
  • Excellent communication skills with the ability to explain complex topics in a clear, approachable way
  • Comfort working in a fast-paced, client-facing environment
  • Strong attention to detail and ability to manage multiple priorities
  • Tech-savvy and eager to learn new systems and tools
  • Ability to work independently while contributing to a collaborative team environment

Licensing:
  • Must obtain a Personal Lines Insurance License within 60 days of employment
    (Brightway provides training and covers the cost of your first 3 licensing attempts)

Education & Experience
  • Bachelor's degree or an associate degree preferred but not required
  • 2-4 years of experience in customer service, sales, or a client-facing role strongly preferred
  • Insurance, risk management, or entrepreneurial experience is a plus but not required

Why Brightway?
Benefits & Perks
  • Medical, Dental, and Vision plans
  • Company-paid Basic Life and Short-Term Disability insurance
  • AD&D, Long-Term Disability, Identity Fraud, & Legal Protection plans available
  • 8 Weeks Paid Parental Leave
  • 401(k) retirement plan with up to a 4% company match
  • Health Savings Account (HSA) options
  • Pet Insurance plans
  • 11 Paid Company Holidays
  • 14 days of Paid Time Off (PTO)
  • Tuition Reimbursement Program
  • Employee Assistance Program (EAP)

Career Growth
  • Hands-on training and continuous learning opportunities
  • Exposure to insurance operations, client strategy, and business development
  • Clear pathways for growth within the Engagement Center and beyond

About Brightway
Established in 2008, Brightway is proud to be one of the fastest-growing insurance agency systems in the United States. With over 350 franchises spanning 35+ states and an impressive $1.3 billion in annual premiums, we rank among the nation's largest privately owned property and casualty insurance distribution companies. We support our agency owners with comprehensive back-office services, marketing resources, and continuous learning and development.
We are embarking on the next stage of our customer-centric growth, driven by innovation from our talented associates and the application of cutting-edge technologies. This growth has opened doors for creative thinkers who thrive in a diverse and collaborative culture. As a Brightway team member, you'll engage in exciting projects that are reshaping the industry, working alongside a dedicated team committed to delivering exceptional customer service and safeguarding our clients' most valuable assets.
Equal Employment Opportunity:
Brightway Insurance is committed to creating a diverse and inclusive workplace that values and respects the contributions of all individuals. We are an equal opportunity employer and do not discriminate based on race, color, national origin, sex, age, disability, religion, sexual orientation, gender identity, or any other characteristic protected by applicable law.
We believe that a diverse workforce is essential to our success and fosters innovation, creativity, and collaboration. Our goal is to provide a work environment that is free from discrimination and harassment, where everyone has an equal opportunity to succeed and grow.

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